Oberweis Asset Management’s AvePoint AVPT Stock Holding History

Oberweis Asset Management’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-296,300	Closed	-$4.45M	–	182
2025 Q3	$4.45M	Hold	296,300	–	–	0.17%	150
2025 Q2	$5.72M	Hold	296,300	–	–	0.25%	135
2025 Q1	$4.28M	Hold	296,300	–	–	0.21%	144
2024 Q4	$4.89M	Hold	296,300	–	–	0.23%	143
2024 Q3	$3.49M	Hold	296,300	–	–	0.18%	161
2024 Q2	$3.09M	Buy	296,300 +29,500	+11%	+$256K	0.19%	154
2024 Q1	$2.11M	Buy	266,800 +25,700	+11%	+$202K	0.15%	168
2023 Q4	$1.98M	Sell	241,100 -183,900	-43%	-$1.44M	0.18%	167
2023 Q3	$2.86M	Buy	+425,000	New	+$2.68M	0.3%	127

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oberweis Asset Management's AVPT Position: Q4 2025 in Review

Oberweis Asset Management sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 296,300 shares — an estimated $4.45M sold.

Oberweis Asset Management first reported a position in AVPT in Q3 2023 and held it in 9 quarters. The position peaked at $5.72M in Q2 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

Oberweis Asset Management reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
Oberweis Asset Management sold 296,300 AvePoint shares in Q4 2025, an estimated $4.45M.
Oberweis Asset Management first reported a position in AvePoint in Q3 2023 and held it in 9 quarters.
Oberweis Asset Management's AvePoint position peaked at $5.72M in Q2 2025.
251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Oberweis Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.